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iShares S&P 500 Growth Index shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 40k 92.54
2024-03-31 $597k 7.1k 84.44
2023-12-31 $778k 10k 75.10
2023-09-30 $225k 3.3k 68.42
2023-06-30 $95k 1.3k 70.48
2023-03-31 $86k 1.3k 63.89
2022-12-31 $1.4M 24k 58.50
2022-09-30 $1.4M 24k 57.87
2022-06-30 $1.3M 22k 60.34